Business analysis: understand where the business jams, first.
Before anyone talks software, we look at your business. How an order comes in, how it flows through the team, where margin gets left behind. We work with your real numbers and with the people who keep the shop running.
The result is a decision basis, not a brochure. Tool-neutral, usable with any system.
How the analysis runs
- Kick-off with leadership and the owners of the core areas
- Current-state capture along the value chain: sales, fulfilment, service, admin
- Numbers check: cycle times, drop-off rates, manual effort, tool costs
- Interviews with the people who live in these processes every day
- Prioritisation: what costs you most today, what can be fixed fast
Why this comes before any tool question
Most CRM projects don't fail because of the software. They fail because nobody looked first. Analyse before you buy and you buy less, and you buy right. Sometimes the analysis shows the problem isn't a software problem at all. That's a result too, and a cheap one.
What you walk out with
Current-state analysis with key figures
Where time and money leak today. Backed by your numbers, not gut feeling.
Tool and cost audit
Which systems run, what they cost, what they actually deliver. Including the licenses nobody uses anymore.
Prioritised action areas
Sorted by effort and impact. You see immediately where movement pays off first.
Decision basis
One document that lets leadership and team have the same discussion. Written tool-neutral.
What pairs well with this
If you want to know how big the gap between current state and target really is, we turn this into a gap analysis.
More on gap analysisDiscuss a business analysis slot
30 minutes is enough to see if it fits and what scope makes sense for you.
Or send a note to info@crm-concept.de